Filed June 3, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $1,355 |
Filed as: RELIASTAR LIFE INSURANCE CO Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,592 | $60,795-26.7% | $69,455-35.8% | $65,185-31.6% |
| Participation rate | 61.4% | 74.9%-13.4pp | 74.6%-13.2pp | 70.2%-8.8pp |
| Annual return | 18.98% | 17.46%+1.5pp | 28.97%-10.0pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,223 | $2,452-50.1% | $2,779-56.0% | $2,177-43.8% |
| Participant deferral / active EE | $1,477 | $3,162-53.3% | $3,535-58.2% | $3,514-58.0% |
| Admin fee / account holder | $4 | $314-98.6% | $3,839-99.9% | $847-99.5% |